Booking Types - Creating a Booking type from a template

To start setting up your booking type, go to:

  • Settings

  • Venues

  • Choose Your Venue

  • Booking types

  • Add Booking type

You will then get a pop-up asking you to add a booking type name and then select how you want to create the booking type:

  • Blank -  which means you will need to set up all the booking type parameters manually. Please see a helpful guide here.

  • Or Template - which means you can create a booking type from a pre-existing template


  

Once you select Template, you will see the different types of venues and booking types suitable for those venue types. You can choose booking types typical for a:

  • RESTAURANT

  • PUB

  • BAR

  • CLUB

  • GROUP BOOKINGS(for those using Collins for larger enquiries only)

Choose a booking type that is most suitable to your venue by clicking on it and then ADD BOOKING TYPE:

The booking type will the be copied over to your settings with all the parameters filled in for you to use as a base:

PLEASE NOTE - all the parameters added are based on an example venue, so make sure to go sense check each section to see whether the parameters would apply to your venue including:

  • Make sure to amend the EMAIL templates and check whether you would like automated confirmation and cancellation emails

  • Availability - check all earliest and latest booking times, min and max durations and min and max enquiry size + booking policy

  • Auto-confirm rules - if you decide to keep the rules - make sure to add AREAS FOR THIS BOOKING TYPES for the feature to work

  • Customer Payments -  check this section as some templates have been set up with card details or deposits at the point of booking

You can copy multiple booking types one after the other.

Make sure to SAVE your progress.




Settings - Booking Types FAQs

  1. TRAINING VIDEOS - setting up your booking types
  2. Saving Progress in Settings
  3. Booking Types - Creating a Booking type from a template
  4. Booking Types - Setting up an auto-confirm only booking type
  5. Booking Types - Setting up an enquiry only booking type
  6. Booking Types - Setting up auto-confirm for Smaller Bookings Within a Booking Type
  7. Booking Types - Setting up a Guest list booking type
  8. Booking Types - Setting up a Private Hire booking type
  9. Booking Types - Setting up a Booking Type that is not Visible to Customers to Book
  10. Booking Types - Setting up an Enquiry only Booking Type for Customers to Order Takeaway & Deliveries
  11. Booking Types - How to set up a Takeaway/ Delivery Booking Type [VIDEO]
  12. Booking Types - Setting up a Mandatory Pre-Order with Payment booking type
  13. Booking Types - Create a booking type for one date or a certain date range
  14. Booking Types - Setting up a Christmas Booking type [VIDEO]
  15. Booking Types - Adding & Editing Your Booking Types
  16. Booking Types - Type Colour
  17. Booking Types - How/Why do I need to create a Value Per Head?
  18. Booking Types - Birthday Field (DOB)
  19. Booking Types - Removing the duration field on the widget
  20. Booking Types - Picking different time and duration slot intervals
  21. Booking Types - Limiting how far in advance a booking can be made
  22. Booking Types - Setting the number of days before a booking/enquiry can be received
  23. Booking Types - Adding Text to the Enquiry Received Email Message
  24. Booking Types - Adding Text to the Confirmation Email Message
  25. Booking Types - Automated email template examples
  26. Booking Types - How to Setup Automatic Confirmation Texts When Confirming Bookings
  27. Booking Types - How to Setup Automatic Confirmation Emails When Confirming Bookings
  28. Booking Types - How to Setup Automatic Cancellation Emails When Rejecting a Booking/Enquiry
  29. Booking Types - Adding Text to the Cancellation Email Message
  30. Booking Types - Availability - Set the earliest and latest time a booking can be made, per booking type
  31. Booking Types - Availability - Setting same-day booking rules
  32. Booking Types - Availability - Min, max and set durations on bookings
  33. Booking Types - Availability - Min and Max enquiry size
  34. Booking Types - Availability - Setting booking policies
  35. Booking Types - Availability - Copy from Type
  36. Booking Types - Overriding booking types for specific dates
  37. Booking Types - How do I turn off auto-confirm for a day or a few days
  38. Booking Types - Rules dependent on number of guests
  39. Booking Types - Restricting the number of covers that can be booked at certain times
  40. Booking Types - Setting Limit Arrival Rules [VIDEO]
  41. Booking Types - Max number of people allowed to auto-confirm (per booking type)
  42. Booking Types - Allow the system to take as an enquiry if the booking can’t be auto-confirmed
  43. Booking Types - Restrict when bookings that can't be auto-confirmed may be accepted as an enquiry
  44. Booking Types - Cross-sell your venues to the customer
  45. Booking Types - How to add a 'buffer' on auto-confirm bookings & when using the Find Areas tool
  46. Booking Types - Choosing what capacity Auto-confirm bookings should use to place bookings
  47. Booking Types - Areas for this Booking Type
  48. Booking Types - Setting a hierarchy of tables & zones for bookings to be auto-confirmed into
  49. Booking Types - Setting up Auto-confirm for a particular date/event
  50. Booking Types - Customer Payments - Authenticating customers' card details on auto-confirm bookings
  51. Booking Types - Customer Payments - Taking deposits/payment on auto-confirm bookings
  52. Booking Types - How to take a Payment or Authentication at point of booking [VIDEO]
  53. Booking Types - Allowing customers to select a package when making an enquiry/booking
  54. Booking Types - Allowing customers to pre-order from a menu at the point of booking/making an enquiry
  55. Booking Types - How to take Pre-orders at point of booking [VIDEO]
  56. Booking Types - How to limit the changes customers may make to their booking
  57. Booking Types - Booking Prompts
  58. Booking Types - Close bookings for a specific booking type
  59. Booking Types - Deleting a booking type
  60. NHS Track & Trace - how to take contact details

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